+34,703.6%
TQQQ vs RMD
+882.3%
+33,821.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +2.8% | -4.7% | +7.5% | +7.5% |
| 30D | -3.0% | +0.2% | -3.3% | -3.8% |
| 3M | -2.7% | +12.0% | -14.7% | -16.0% |
| 6M | +45.4% | -12.5% | +58.0% | +57.5% |
| YTD | +36.3% | -7.9% | +44.2% | +38.7% |
| 1Y | +53.4% | -20.4% | +73.8% | +79.1% |
| 3Y | +265.6% | +53.1% | +212.5% | +98.5% |
| 5Y | +101.7% | -22.1% | +123.8% | +133.5% |
| 10Y | +3,054.7% | +275.4% | +2,779.3% | +764.2% |
| All | +34,703.6% | +882.3% | +33,821.3% | +3,364.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling